Author

@ibinvestorX ibinvestorX

Transparent long-only megacap-AI bull who also covers Nordic holding companies with valuation discipline

Posts original fundamental theses and data comparisons on th

trader score
-1.48
hit rate
45%
mean α
-0.62%
signals 14d
90

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 45% hit rate, -0.62% mean alpha, trader score -1.48. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 28 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@ibinvestorX·Predicts U.S. inflation will run hot.·
2026-08-28NVDA@ibinvestorX-0.55Reports NVDA erasing nearly all of the prior day's gain.
2026-08-28LUG@ibinvestorX-0.40Reports gold and LUG falling today.·
2026-08-28·@ibinvestorX·Warns reduced natural-gas supply could make winter expensive.·
2026-08-28MSFT@ibinvestorX+0.60Discloses MSFT as the second-largest holding after NVDA and notes recovery.
2026-08-28NVDA@ibinvestorX+0.70Discloses MSFT as the second-largest holding after NVDA and notes recovery.
2026-08-28PYPL@ibinvestorX-0.50Reports Advent and Stripe abandoning plans to bid for PayPal.
2026-08-28NVDA@ibinvestorX+0.80Says NVDA is already the author's largest holding and expresses desire to add.
2026-08-28·@ibinvestorX·Quantifies a fund's 36-point underperformance versus its benchmark.·
2026-08-28·@ibinvestorX·Reports the ECB signaling a possible rate hike over inflation concerns.·
2026-08-28·@ibinvestorX·Reports a sharp rise in palladium.·
2026-08-28·@ibinvestorX·Praises the Swedish large-cap index's performance.·
2026-08-27·@ibinvestorX·Reports Panasonic raised PCB prices by 30%, but no listed ticker is explicitly identified.·
2026-08-27·@ibinvestorX·Notes silver is moving modestly higher.·
2026-08-27SKHY@ibinvestorX+0.55Says the memory shortage outlook has been extended through 2030.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.